Client Manager

Introduction Client Manager

• Introduction to Client Manager
• Settings in Client Manager
• Create a colour theme in Client manager
• API Credentials

Administrator/Users Client Manager

• Add users to organizations via Client Manager
• Add Administrator to Client Manager
• Add dedicated administrator to organisation

Organizations Client Manger

• Add organizations to a Client Manager
• Remove organization from Client Manager

Document management Client Manager

• Documents in Client Manager
• Thrash can in Client manager

Financial management Client Manager

• Upload accounting files in Client manager
• Publish and distribute report templates from Client Manager
• Publish and distribute dashboards from Client Manager